Institutional Ownership
Capital Grp Fixed Incm ETF T
CUSIP 14020Y888ULTRA SHORT INCOCGUIQ1 2026
Institutional Holders
55
13F filers
Shares Held
5.51M
Aggregate institutional
Institutional Value
$137.52M
Q1 2026
Net New Holders
+9
13 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased22
Decreased12
Sold out4
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 1.16M | $29.33M | +42.3K | Added |
| 2 | Lpl Financial LLC | 1.07M | $27.05M | +181.0K | Added |
| 3 | Brookstone Capital Management | 414.9K | $10.49M | +354.7K | Added |
| 4 | Wealthcare Advisory Partners LLC | 301.0K | $7.61M | +99.2K | Added |
| 5 | Tribridge Partners Financial LLC | 267.5K | $6.77M | +8.6K | Added |
| 6 | Kensington Asset Management, LLC | 184.9K | $4.67M | 0 | Held |
| 7 | Steward Partners Investment Advisory, LLC | 167.3K | $4.23M | +16.6K | Added |
| 8 | Envestnet Asset Management Inc | 160.6K | $4.06M | +115.6K | Added |
| 9 | Commonwealth Equity Services, LLC | 147.2K | $3.72M | +66.0K | Added |
| 10 | Capital Group Private Client Services, Inc. | 140.1K | $3.54M | −2.1K | Reduced |
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